Performance Reporting Analyst Resume Samples
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Performance Reporting Analyst Resume Samples
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EB
E Balistreri
Enos
Balistreri
791 Roob Prairie
Houston
TX
+1 (555) 466 7236
791 Roob Prairie
Houston
TX
Phone
p
+1 (555) 466 7236
Experience
Experience
Houston, TX
Performance Reporting Analyst
Houston, TX
Lesch, Rippin and Mohr
Houston, TX
Performance Reporting Analyst
- Supporting the business' financial decision-making process by providing analysis and reporting on Revenues, Costs, AuM, NNM
- The Analyst will look for opportunities to improve their own processes to create efficiencies and control improvements within their own area of work
- Prepare monthly, quarterly and adhoc performance, attribution and peer group analysis reports
- Interface with group manager in review and production of team metrics for Cap Plan, and technology improvement initiatives
- Participate in group projects and improvement initiatives
- Providing timely and accurate management information
- Continually provide support to Budget Responsibility Officer ( BRO) Team
Houston, TX
Service Performance & Reporting Analyst
Houston, TX
Macejkovic Group
Houston, TX
Service Performance & Reporting Analyst
- Familiarity with benchmarking and capacity modeling
- Passionate about building a “Best in Class” shared services organization that drives business success
- Support the development of service performance tools for new services in J&J GS
- Track record to drive business results – identifies and capitalizes on opportunities, identifies risks/issues, assesses implications, formulates recommendations, and drives sound decisions that deliver results
- Support the development of service performance tools for new services in J&J GS Manila
- Assist in the development of service performance across the J&J GS, including service catalogs, metric development/updates, performance reporting, dashboard management, benchmarking, and capacity planning
- Execute service performance activities across the delivery and S&O teams
present
San Francisco, CA
Senior Performance & Reporting Analyst
San Francisco, CA
Mueller, Marquardt and Schroeder
present
San Francisco, CA
Senior Performance & Reporting Analyst
present
- Address ad hoc inquiries from the client for performance analysis such as providing explanations of performance fluctuations and anomalies
- Work in partnership with technology product teams to resolve issues and improve overall processes
- Perform daily and monthly calculation, reconciliation, control and outlier reporting of performance for assigned client’s portfolios, and benchmarks
- Identify inefficiencies in the production processes and make recommendations on how to improve them
- Proficiency with Microsoft Office suite, with advanced working knowledge of Excel
- Create and update composite benchmarks
- Prepare and analyse monthly and quarterly performance and attribution reporting
Education
Education
Bachelor’s Degree in Complexity
Bachelor’s Degree in Complexity
University of Pittsburgh
Bachelor’s Degree in Complexity
Skills
Skills
- Strong analytical skills; able to evaluate issues, and propose and implement solutions with consideration for all downstream implications
- Strong verbal and written communication skills with experience communicating in individual and group settings to multidisciplinary professionals
- Flexibility and able to adapt to changing work priorities and deliver high quality, accurate work with multiple deadlines
- Ability to manage multiple requests at once, extremely detail oriented
- Strong technical acumen; a quick learner in regards to third party applications
- Ability to conduct efficient, high quality (quantitative & qualitative) analyses and market research; extensive database management experience
- Knowledge of the DC operations, supply chain, including strategic planning and ability to contribute information and expertise to drive results
- Learning agile, able to adapt quickly and appropriately in accordance with the constant evolution of the company and industry
- Strong verbal and written communications skills, ability to work with senior executives
- Knowledge of SAP and Accounts Payable processes is
13 Performance Reporting Analyst resume templates
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1
IB Business Performance Reporting Analyst Resume Examples & Samples
- Providing timely & credible management information to the APAC FRC COOs and Business Managers to facilitate the Business in driving their financial performance through analysis on Revenues, Costs and Headcount, etc
- Supporting Regional Finance Management in APAC to ensure they receive appropriate level of management information on financial performance to support tactical decision making
- Assisting the Regional Business Partnering team in planning activities for the Business, which may include analysis on revenues and cost management
- Participating in ad-hoc projects / initiatives (e.g. process improvement, new reporting tools roll-out, etc.)
- 4-6 years of experience, ideally with prior experience in a Management Reporting function
- Good understanding of the financial markets & products knowledge would be an added advantage
- Sound analytical skills. Ability to work under pressure and manage conflicting deadlines
- Good communicator, confident and professional in dealing with others
- Strong knowledge in MS Excel, MS Powerpoint & Business Objects
2
Performance Reporting Analyst Resume Examples & Samples
- Publish weekly and monthly reports both externally to third party recipients and internally to different groups within the business
- Perform monthly and quarterly close of records for all Hedge Funds, including collecting, tracking, and maintaining all underlying Investment Fund statements and performance data
- Ensure data quality/ accuracy and identify areas for improvement, contributing to making the current reporting processes more efficient
- Investigate and reconcile issues related to data discrepancies between internal data and individual third party vendor data feeds
- Work closely with relevant stakeholders to understand, define, and document reporting and data requirements in order to create and standardize report templates/ dashboards
- Communicate effectively and appropriately to business owners and management on reporting results and data issues
- Produce compelling and insightful MS Excel and PowerPoint reports to illustrate performance results on an accurate and timely basis
- Bachelor’s Degree required, preferably with a concentration in Accounting and/or Finance
- Minimum of 2 years experience working at a financial services firm
- Expertise in PowerPoint required
- Experience working with Bloomberg terminal a plus
- Advanced Excel skills (VLOOKUP, Pivot Tables, Charts, Graphs) a must; VBA/macros a plus
- Strong analytical skills; able to evaluate issues, and propose and implement solutions with consideration for all downstream implications
- Ability to multi-task and work in a fast paced environment both in a team and individually
- Experience with managing, manipulating, and analyzing large amounts of data
- Strong technical acumen; a quick learner in regards to third party applications
- Detail-orientation and organizational skills; project management experience a plus
3
Global Performance Reporting Analyst Resume Examples & Samples
- Partners with internal clients to identify and recommend metrics for moderately complex reports that provide insight on Invesco fund performance and ex-post risk statistics
- Builds and maintains complex recurring/ad hoc performance reports using tools such as Oracle OBIEE/Crystal that are insightful, user friendly and clear for the particular audience
- Leads small and medium projects to load investment performance statistics to Eagle. Partners directly with business units to understand requirements, legacy/future state methodologies and reconcile to source system
- Analyzes outliers for existing statistics to identify root cause and resolve if necessary
- Researches and evaluates data sources for index performance (including custom indexes), peer group and ex-post risk statistics. Identifies required specifications, gathers index history, builds custom benchmarks and calculates in Eagle
- Leverages query tools to efficiently calculate and extract statistics from performance systems. Verifies accuracy/insightfulness to ensure integrity
- Performance expert on peer rankings, indexes, ex-post risk statistics for regional product lines and how calculated in source systems and Eagle. Develops working knowledge of all Invesco product lines globally
- Serves as business owner of IT-supported performance systems, peer group ranking and MPT statistics feeds and calculations. Proactively identifies needed enhancements, fleshes out business requirements and explains to IT
- Troubleshoots enhancements, communicates benefits to stakeholders and seeks opportunities to further leverage
- Builds and maintains spreadsheet/database models to integrate source data and calculate statistics if not applicable for Eagle. Troubleshoots and resolves issues. Incorporates content and product enhancements
- Identifies opportunities to transition recurring and project work to junior analysts and/or GPMR India. Trains on related tasks
- Develops and expands GPMR Intranet site
- Documents procedures for all applications, reports and systems
- 3-5 years of related work experience in a performance function or similar role in the financial services industry
- Strong understanding of the investment industry with excellent analytical skills
- Experience with investment performance statistics and tools such as Eagle, Bloomberg, FactSet, Lipper LANA, and/or Morningstar Direct desired
- Strong Excel and/or Access skills, including VBA and querying data from relational databases using SQL
- Significant experience building complex reports (using Crystal/Oracle OBIEE or similar tool) that are insightful yet concise for an executive audience
- Demonstrated strong ability to communicate clearly and concisely with assorted business units and levels within the organization, both verbally and in writing
- Excellent diplomacy skills to foster relationships with cross-functional and cross-regional project teams both in-person and remotely
- Independent, self-starter, positive can do attitude that helps overcome challenges and barriers
- 8Innovative, idea-generator with a passion for identifying/implementing sound, pragmatic solutions and troubleshooting issues
- Curiosity and a desire to learn, including taking on challenging new assignments
- Ability to manage several requests simultaneously to meet demanding deadlines with strong attention to detail
4
Investment Performance Reporting Analyst Resume Examples & Samples
- 2+ years of Banking, Financial Services and/or Investment industry experience
- Strong work ethic and team player
- Understanding of different types of securities, their settlement and income properties
- Competent in accounting, finance and performance measurement
- Proficient with Microsoft Office products, especially MS Excel
- Report writing experience is a plus (Report Writer Pro, RepLang, SSRS, etc.)
- Experience in Advent Axys and/or Sequel databases helpful
5
Business Performance Reporting Analyst Resume Examples & Samples
- Working with colleagues across various divisions utilizing multiple reporting systems to extract / prepare loading files and upload data-sets into the reporting database
- Providing timely and accurate management information
- Active involvement in global initiatives across the wider RAS group
- Proactively engage with colleagues in multiple locations to drive standardization of processes and gain efficiencies across the team
- Implementing and complying with quality control checks to ensure complete accuracy of numbers
6
Senior Treasury & Non-core & Legacy Performance Reporting Analyst Resume Examples & Samples
- Higher degree and professional qualification: 5+ year experience in treasury and finance reporting and controlling in the financial service industry
- Sound understanding of Banking business, in particular Investment Banking, Treasury and Retail & Corporate
- Profound understanding of Basel 3 capital, liquidity and funding regulations and models and IFRS accounting rules
- Good GCRS and GGL/GEAR infrastructure knowledge
- Fluent in German and English (verbal and written)
- Attention to detail but able to maintain big picture and convey complex messages to senior management
- Proactive person who challenges processes and looks for improvements
7
Performance Reporting Analyst Resume Examples & Samples
- Manage the reporting expectations of high profile FAs for custom reporting
- Prepare monthly, quarterly and adhoc performance, attribution and peer group analysis reports
- Daily operations of preparing, verifying and troubleshooting data elements that feed our reporting platforms (Performer, Orion, PARIS)
- Interface with group manager in review and production of team metrics for Cap Plan, and technology improvement initiatives
- Ensure index, universe, and attribution data is obtained and update for reporting by team
- Participate in group projects and improvement initiatives
- The candidate must also possess strong written and oral communications skill
- Analytical/critical thinking ability
- Excellent reconciliation and research skills
- High level of proficiency in Excel (Macros) and Access
- Experience in performance measurement or portfolio accounting field a plus
- Informa Performer System a plus
- College: 4 years, BS degree
8
Performance Reporting Analyst Resume Examples & Samples
- Core Reporting and Analytics
- Accountable to prepare and support the direct output of daily, weekly and monthly business centric reports. This includes gathering, integrating and translating information effectively and providing valuable information to the Senior Managers and Executive to promote the profitable operation of Retail Dealer Finance
- Examine and evaluate the purpose and content of business reports to develop new, or improve existing format, use and control: Review reports to determine basic characteristics, such as origin and report flow, format, frequency, distribution and purpose or function of the report(s). Confer with persons originating, handling, processing, or receiving the report(s) to identify problems and to gather suggestions for improvements. Evaluate findings, using knowledge of workflow and operating practices. Recommend establishment of new or modified reporting methods and procedures to improve report content and completeness of information
- Ensure the reports are accurate and reflecting the actual business output
- Maintain in-house databases as necessary to deliver specialized reporting and analytics
- Communicate analytics and reporting results to stakeholders as necessary
- Streamline reporting, by eliminating redundancies, and/or providing enhancements based on new/existing data sources
- Gather and consolidate data from internal and external sources regarding market opportunities, capabilities and limitations
- Provide key information collection and amalgamation support required for formulation, planning and development and tracking of functional strategies and programs
- Record, summarize and analyze business intelligence information from different perspectives to support the development and testing of insights
- Provide assistance in building support business cases
- Perform business/situational analysis and develop reports to support recommendations for business decisions
- Work with colleagues to recommend the most appropriate alternative to achieve business goals and business needs
- Applied Innovation (In-Depth) – the ability to conceive and articulate a new way of achieving a result and / or performing work that impacts the way in which a business or function performs in the market and / or mind of the consumer. Improves performance by doing something new or different (that has not been done in the organization, but not necessarily new to the industry)
- Business Numeracy (Working to In-Depth) – able to identify and formulate problems where mathematical / statistical tools can inform decision-making, understand the relevance of mathematics / statistics to business issues and apply them appropriately, distinguish between routine and special problems requiring statistical analysis, assess data and statistical studies performed by others with healthy skepticism and seek expert help as appropriate
- Data Mining and Modeling/Information Management (Working to In-Depth) – possess the demonstrated ability to effectively devise and structure queries to accurately retrieve database information. Skilled in searching, accessing, extracting and manipulating data in databases
- Database Management (Working to In-Depth) – possesses a functional knowledge of how databases are structured, how data is accessed and manipulated. Implements and manages a simple database and can organize and access database information
- Problem Solving (Working to In-Depth) – approaches a specified problem by asking questions and accumulating data to understand the problem, devising and carrying out a plan to solve the problem using fairly straightforward (linear) approaches and processes, and the evaluating the effectiveness of the plan in providing a solution to the problem
- Relationship Management (Basic) – uses standard approaches, protocols and techniques to manage relationships within a portfolio. Assesses and prioritizes respective value within the portfolio. Schedules time and effort appropriate to the portfolio cycle needs and prioritizes time and effort in relation to the value of the respective relationships. Mines the existing portfolio
- Analytical thinking (Working to In-Depth) – anticipates obstacles and thinks ahead about next steps. Identifies appropriate business or financial indicators for each situation. Applies complex business analysis techniques when assessing current business opportunities, including cost / benefit analyses
- Product Knowledge (Working) - possesses a functional knowledge of BMO product and services
- Multi-tasking abilities
- Ability to deliver user friendly, relevant reports
- Self-starter / independent
- Time-sensitive
- Credit Qualified without limits (required to decision applications in a UAT testing environment)
9
Performance Reporting Analyst Resume Examples & Samples
- Design, produce and distribute timely and accurate, ad-hoc performance reports and calculations with the Advent APX System on a monthly/quarterly basis for individual accounts and composites. Provide analysis and interpretation of report data as required
- Assist with the reconciliation of performance discrepancies by auditing transactions and account postings. Create spreadsheets to monitor reasonable returns
- Assist with annual and quarterly audits. Retrieve and prepare audit reports for use during the annual audit on composite returns
- Stay abreast on specific reporting standards – AIMR-PPS, GIPS (Performance Presentation Standards)
- Process the early morning transactional data from multiple custodians. Post to respective accounts and reconcile positions, prices and values
- Bachelors degree, (Accounting, Business, Finance preferred)
- 3-5 years of experience in a financial related industry with direct experience in performance reporting and/or attribution analysis
- Must possess strong analytical and math skills
- Strong understanding of performance and risk related terms and calculations such as Total Return, Standard Deviation, Yield, Duration, Beta Alpha, etc. Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint and other financial related systems (e.g., Advent, SEI Trust, NetX360)
10
Financial Performance Reporting Analyst Resume Examples & Samples
- Coordinating the quarterly GCAP close cycle, working closely with stakeholders across the globe to ensure accurate and timely preparation of information
- Mandate to define and develop an MIS reporting suite for GCAP that provides the business with insightful decision-making financials
- Liaising with Client Economic Profit program
- Delivering Global AM financials
- Validating anomalies / resolution of queries from this program
- Involving in global initiatives across the wider RAS group
- Implementing and complying with quality control checks to ensure complete accuracy of numbers
- Developing a clear quality control and operational risk framework, notably by addressing system deficiencies and creating a robust audit framework to track changes and developments to the tool
11
Performance Reporting Analyst Resume Examples & Samples
- Experience working with large datasets
- Familiarity with Excel, data-mining tools and/or equivalent data manipulation software
- Must have experience with SQL or SAS
- Analytical Thinking (Working to In-Depth) – anticipates obstacles and thinks ahead about next steps. Identifies appropriate business or financial indicators for each situation. Applies complex business analysis techniques when assessing current business opportunities, including cost / benefit analyses
- Ability to deliver user-friendly, relevant reports
12
Junior Investment Performance & Reporting Analyst Resume Examples & Samples
- Fluent in English and relevant local language(s)
- Enjoy working in a diverse cultural environment
- Excellent knowledge of MS Office, especially Excel incl. Visual Basic
- Above average mathematical skills
13
Investment Performance & Reporting Analyst Resume Examples & Samples
- Fluent in English, preferably also German
- Enjoy working in a demanding, diverse cultural environment
- Excellent knowledge of MS Office, Excel and Access, incl. Visual Basic
- Experience in working with databases, incl. SQL
- Excellent mathematical skills & problem solving ability
14
Senior Performance & Reporting Analyst Resume Examples & Samples
- Perform daily and monthly calculation, reconciliation, control and outlier reporting of performance for assigned client’s portfolios, and benchmarks
- Prepare and analyse monthly and quarterly performance and attribution reporting
- Prepare and analyse monthly and quarterly client reporting
- Update security and portfolio level class schemes and properties
- Create and update composite benchmarks
- Verify and maintain security and portfolio static and dynamic data
- Address ad hoc inquiries from the client for performance analysis such as providing explanations of performance fluctuations and anomalies
- Identify inefficiencies in the production processes and make recommendations on how to improve them
- Documentation of processes
- Work in partnership with technology product teams to resolve issues and improve overall processes
- Maintain logs for internal and external issues
15
Risk Analytics & Performance Reporting Analyst Resume Examples & Samples
- Exhibit attention to detail when quality checking Green Package analytics and be accountable of timely delivery of reports to clients in accordance with Service Level Agreements
- Engage in meetings with end-users of the Green Package product from all levels within the company from Portfolio and Risk Managers to Operations teams and also with our external Clients
- Show desire to work in a constantly evolving, changing and challenging environment
- Excellent problem-solving and critical-thinking skills and an ability to identify problems, design and articulate solutions and implement change
- Technical skills (SQL, UNIX, Python and PERL) are preferred but not necessary
16
Service Performance & Reporting Analyst Resume Examples & Samples
- Assist in the development of service performance across J&J GS, including service catalogs, metric development/updates, performance reporting, dashboard management, benchmarking, and capacity planning
- Execute service performance activities across GS Manila delivery and S&O teams
- Support the development of service performance tools for new services in J&J GS Manila
- Identify areas for service performance improvement and recommend appropriate updates and changes to leadership
- Contribute positively to a knowledge sharing environment by documenting and sharing all relevant working experiences with issue resolution for training future reference
- Communicate and interact effectively with team members; develop credibility and trusted mutually respected relationships with customers, supervisors, and team members
- Interact and interface with customers, vendors, service providers, and other third parties as applicable in relation to the activities and dependencies of the role
- Experience in a shared services organization
- Experience with service performance, including metrics, performance reporting and dashboard experience (including management of tools)
- Experience working across multiple geographies
- Ability to influence in an indirect, matrix-based, and virtual environment
- Strong capability in assessing, developing and hiring talent
- Ability to establish a culture oriented on customer experience
- Passionate about building a “Best in Class” shared services organization that drives business success
17
Service Performance & Reporting Analyst Resume Examples & Samples
- Assist in the development of service performance across the J&J GS, including service catalogs, metric development/updates, performance reporting, dashboard management, benchmarking, and capacity planning
- Execute service performance activities across the delivery and S&O teams
- Support the development of service performance tools for new services in J&J GS
- Strong presentation skills; can speak across various forums and communicate to broad, diverse audienceCustomer Service
18
Service Performance & Reporting Analyst Resume Examples & Samples
- Assist in the development of service performance across the J&J GS Procurement, including service catalogs, metric development/updates, performance reporting, dashboard management, benchmarking, and capacity planning
- Execute service performance activities across the Procurement delivery and S&O teams
- Support the development of service performance tools for new services in J&J GS Procurement
- Experience in a shared services organization, preferably Procurement
19
Data Management & Performance Reporting Analyst Resume Examples & Samples
- Pull performance data from SAP and complete analysis for UTAS Business Units
- Coordinate Boeing data reconciliation and alignment activities
- Build/maintain accurate work instructions, templates, and organizational tools for future reporting
- Data accuracy and process robustness – high integrity for accuracy in data and reporting
- Continuous improvement in the data management process. Deploy automation where applicable to reduce preparation lead-time and effort while improving accuracy
- Improvement in 787 reliability and reduction of warranty costs as a direct result of data driven decisions across the company
20
Data Management & Performance Reporting Analyst Resume Examples & Samples
- Advanced capability in Microsoft Excel (data manipulation, pivot tables, formulas, ability to write and edit macros in visual basic),
- Advanced capability in Microsoft PowerPoint
- Familiarization with SAP, SharePoint and Microsoft Dynamics
- Ability to understand basic technical issues and develop solutions within scope of responsibilities
- Demonstrated ability to work in multi-disciplinary teams
- U.S. Citizenship or Permanent Residency
21
Service Performance & Reporting Analyst Resume Examples & Samples
- Prepare routine and ad hoc reports ensuring integrity and accuracy are maintained
- Develop and provide standard and ad hoc reporting to internal teams to monitor operational measures and service levels
- Identify opportunities for cost reduction or efficiency gains through operational improvement, technology enhancements & process elimination
- Locate and quantify new process improvement opportunities
- Execute regular audit requirements by extracting appropriate artefacts and filing in accordance to compliance criteria on regular basis
- Bachelor Degree or equivalent 5+ years’ experience working in an IT Operations organization
- 2+ years of SQL query development (required)
- Strong troubleshooting and problem solving skills, ability to flow-chart & Graph
- Experience using Excel Pivot Tables required. PowerPoint, and/or an ITSM platform (ServiceNow) to create reporting & dashboards for leadership. This is not just providing data, but providing analysis and understanding of data
- Technical Writing skills & Experience required
- Ability to manage multiple job tasks and projects at one time, under short deadlines
- Ability to facilitate and lead meetings across a variety of technical teams
- Able to focus in a fast paced, flexible environment and is a Motivated Self Starter
22
Risk Analytics Performance Reporting Analyst Resume Examples & Samples
- Be a ‘Student of the Markets’ by following the global markets on a daily basis to understand how macro-economic factors can affect the Green Package analytics and portfolios management’s risk and investment decisions
- Knowledge of financial products in Fixed Income, Equities and Derivatives, and familiarity with Risk analytics such as Durations, Spreads, Beta and VaR would be an advantage
- Degree in Finance, Engineering or Technology would be preferred
23
Service Performance & Reporting Analyst for HR Resume Examples & Samples
- Assist in the development of service performance model - including service performance catalogs, metric development/updates, performance reporting, dashboard management, benchmarking, and capacity planning
- Collect, collate, create and publish service performance metrics, reports and dashboards as per the agreed frequency
- Support the development of service performance tools for new services transitioned into Global Services in Prague
- Identify areas for improvement and recommend appropriate changes
- Communicate and interact effectively with all the parties
- Experience in shared service center (preferably in HR area)
- Experience in service performance dashboard and reporting (i.e. KPI, SLA, benchmarking) and management reporting tools
- Self-driven, results oriented personality with analytical and strategic thinking
- Fluent in English – spoken and written
- Familiarity with benchmarking and capacity modeling
- Advanced excel or knowledge in other reporting/analytics tools, is an advantageCustomer Service
24
Performance & Reporting Analyst Resume Examples & Samples
- Develop effective business facing metrics & ad-hoc reporting, through consultation with stakeholders, (via a dashboard approach) that aligns and supports the GBS strategy of Service Excellence and Performance Feedback
- Manage data analysis and reporting to support the daily, weekly, monthly metrics that will enable GBS operations to run efficiently and effectively
- Responsible for all GBS reporting
- Bachelor’s degree and 2 years of experience in a related field (Master’s Degree preferred)
- Computer skills, including experience with ERP systems, MS Office
- Strong knowledge of Excel including macros, pivot tables, vlookups, charts and graphs
- Good VB skills : develop tools to automate reporting process
- Deep analytical and problem solving skills
- Strong negotiation and decision making skills
- Sense of urgency and ownership of resolution, meeting established performance objectives and customer commitments
- Strong collaboration skills and ability to partner with key internal/external customer to drive change & continuous improvement
- Experience working for a multinational organization and working with colleagues in other locations
- Business partnering experience – ability to build partnership relation with stakeholders
25
Performance Reporting Analyst Resume Examples & Samples
- Adhering with the tasks outlined in the EMS/QMS Systems of EBSC
- Support provision of timely and accurate Group Financial Outlook forecast and plan data
- Support for developing new reporting processes and methodologies
- 2 years experience in financial analysis/performance reporting
- English language knowledge
26
TPU Data Management & Performance Reporting Analyst Resume Examples & Samples
- Aggregate data from multiple systems and sources to provide performance management scorecards and other metrics related to Citi’s third-party risk portfolio, including reporting by
- Preferred 3+ years of relevant experience in finance, MIS reporting and / or third-party management
- Ideal candidate would have experience in the financial services industry and a working knowledge of banking regulatory requirements and related risk management practices
- Advanced MS Excel and Access knowledge (VBA is a must)
- Advanced MS PowerPoint knowledge
- MS SharePoint, and SQL experience is a plus
- Ability to understand complex data and condense into key themes, with prior experience producing accurate and detailed analysis / reporting, including preparation of recommendations for management
- Excellent communication skills and fluent in English (both written and verbal)
- Flexible with managing incoming ad-hoc requests on a timely basis
- Ability to embrace change and adapt to a frequently evolving and maturing environment
- Ability to develop customized solutions and manage interim tools
27
Performance Reporting Analyst Resume Examples & Samples
- Knowledge of the DC operations, supply chain, including strategic planning and ability to contribute information and expertise to drive results
- Ability to conduct efficient, high quality (quantitative & qualitative) analyses and market research; extensive database management experience
- Proven ability to maintain and develop databases (expert level skill in Excel, MS Access), and automating the extraction of key data sets from multiple sources
- The ability to work with multiple leaders and stakeholders and proactively set work plans and priorities
- Building and fostering working relationships within the Team’s internal partner organizations, including working with remote team members globally
- Demonstrate a proactive, collaborative approach with ability to build positive relationships within department and organization
- University degree in business or commerce (MBA would be an asset) 5-6 years relevant experience in supply chain discipline supporting performance management (including financial reporting/analysis, complex analytic/problem solving experience)
- Strong technical skills (e.g., modelling, financial analysis)
- Strong verbal and written communication skills with experience communicating in individual and group settings to multidisciplinary professionals
- Familiarity with other database management tools that can help elevate performance
- Well-developed interpersonal and communication skills, articulate and relatable
- Demonstrated ability to use new technologies to increase productivity – always look to provide the most simple and effective solutions; and,
- Flexibility and able to adapt to changing work priorities and deliver high quality, accurate work with multiple deadlines
- Excellent project management, multi-tasking and organizational skills
- Adidas Group is an equal opportunity employer committed to diversity and inclusion. We encourage applications from all qualified candidates, including those with disabilities, and will accommodate applicants’ needs, upon request, throughout all stages of the recruitment and selection process. If selected to participate in an interview, accommodations will be made available on request. Please inform the Recruiter of the accommodation(s) that you may require. Information received relating to accommodation will be addressed confidentially
28
Performance Reporting Analyst Co-op / Intern Resume Examples & Samples
- Perform regular and ad hoc historical performance reporting and analysis for General Fund
- Sound knowledge of fixed income instruments
- Experience with MATLAB is considered an asset
- Proven ability to perform Statistical analysis
- Understanding of investment markets, benchmarks, drivers of performance
- Enrolled in or completion of Chartered Financial Analyst designation is an asset
29
Junior Performance Reporting Analyst Resume Examples & Samples
- Adhere to the tasks outlined in the QMS Systems of GBS Europe
- Support monthly & quarterly P&O closing process (preparation of accruals, reports)
- Support MI/performance reporting processes specific Businesses and supporting functions for a single country/area and consistency of data in different reporting systems
- Reconcile headcount/payroll data
- Support Timewriting process and allocations of costs
- Provide support for developing new reporting processes and methodologies
- Support sharing best reporting practices in team and with partners
- Relevant degree
- Part Qualified accountant, likely to be pursuing course of study/experience with a view to gaining a recognised accounting qualification
- Performance reporting experience
30
Performance Reporting Analyst Resume Examples & Samples
- The Analyst will assist in performing routine management reporting activities such as data collection, performing simple calculations, creation of basic reports
- The Analyst will work with the Service Manager and Business / Country teams to understand the priorities and work to deliver against these as required
- The Analyst will look for opportunities to improve their own processes to create efficiencies and control improvements within their own area of work
- The Analyst will comply with any other job-related requirements. This may be defined by an attached task list or defined by one’s relevant team lead or process lead or by business contact
- Self confident appearance in relations to the internal and external contacts
- Know-how of basic business intelligence procedures ( such as ETL, OLAP etc.)
- Strong interpersonal and communicative personality
- Analytical mind-set and structural thinking
31
Performance Reporting Analyst Resume Examples & Samples
- Assist with annual and quarterly audits. Retrieve and prepare audit reports for use during the annual KPMG audit on composite returns
- Stay abreast on specific reporting standards -- AIMR-PPS (Performance Presentation Standards)
- Bachelor's Degree in Business, Finance, Economics or related area
- Minimum 3 years of experience in a financial related industry with direct experience in performance reporting and/or attribution analysis
- Minimum 3 years of experience in using Microsoft Office applications
- Experience with performance and risk related terms and calculations such as Total Return, Standard Deviation, Yield, Duration, Beta Alpha, etc
- Excellent computer literacy with a proven proficiency in Microsoft Excel, Word and PowerPoint and other financial related systems (e.g., Advent, SEI Trust, NetX360)
- Ability to learn new systems and processes quickly
32
Resource & Performance Reporting Analyst Resume Examples & Samples
- Production of various regular and ad hoc reports on the performance of several CTO departments
- Work in collaboration with Resource Managers SME's in order to bring the data in a form of readable and clear reports
- Support the resource forecasting process and reporting
- Maintain process documentation to ensure current practices are sustained
- Support internal projects when required and manage improvements of own work environment
33
Performance Reporting Analyst Resume Examples & Samples
- Adhere to the tasks outlined in the QMS Systems of EBSC
- Carry out month and quarter end close processes in a timely and accurate manner to ensure the correct reporting and accounting treatment
- Support of monthly & quarterly P&O closing process (preparation of accruals, reports)
- Support Timewriting process and allocations
- Resolve queries and issues as they arise, working with the Senior Performance Reporting Analyst –JV & PSA / Business / Country teams or other support from within the GBS Europe
- Carry out the regular daily/weekly/ monthly activities assigned to his/her role
- Perform, control and support joint venture accounting and reporting where BP is operator and where BP is a non-operator
- Understand and apply Group Accounting Policies and relevant Group & Finance Standards & Practices
- Support the preparation of reporting to external and internal authorities
- Any ad hoc activity defined by his/her line manager
- 3 to 4 year experience in related Finance area
- Prior experience with BP financial systems and SAP is an advantage
- Good level of analytical skills, numeracy and good financial understanding
- Strong communication and cooperation skills
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Performance Reporting Analyst Resume Examples & Samples
- The primary purpose of Finance is to support improved business performance across Upstream businesses, while maintaining an effective and robust control environment. The Performance Reporting Analyst shall support and have a general overview on Payroll and Office (“P&O”) calculations and reports and needs to ensure monthly and quarterly closing activities are done on time
- Performance Reporting Analyst shall deliver finance and accounting support to the business(es) and countries assigned to the role. Performance Reporting Analyst monitors accounting/reporting areas belonging to his / her area and supports Business Process Outsource Provider in problem solving less complex or routine accounting matters. Performance Reporting Analyst will work closely with Business / Country teams supported to ensure effective delivery, to resolve issues and they may also play a role to put in place process and efficiency improvements
- Performance Reporting Analyst will support of timely monthly, quarterly and annual financial close processes in accordance with the Group Reporting Manual, UK accounting and taxation standards and any other relevant standards and provide support for other Group requirements such as Balance Sheet Integrity, Intercompany reconciliations and Group Charges
- The Performance Reporting Analyst will work on businesses and processes with a relatively high degree of complexity
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Performance & Reporting Analyst Resume Examples & Samples
- Work with business on large scale and complex analysis projects ensuring high quality results and relevant recommendations
- Ensure all regular as well as ad hoc marketing reporting is accurate and delivered in a timely fashion (junior analyst to be mentored and managed)
- Represents APAC Marketing on all Marketing foundational projects run globally
- Single Point of Contact between APJ Marketing and global teams (marketing targets/performance metrics/reporting) e.g. Global Marketing Operations, Global Marketing Strategy & Planning, Information Innovation Center
- Ensure that all reporting tools and systems are running smoothly and all dashboards adequately cater for APJ Marketing reporting needs
- Drive self-usage of reporting tools and systems amongst APJ Marketing team members, providing training and support when and where needed
- Administer user access to all reporting tools and systems
- Manage and consolidate reporting tools and systems functionality issues and requests for APJ
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Product Business Performance Reporting Analyst Resume Examples & Samples
- Demonstrated experience providing customer-driven solutions, support or service
- Demonstrated experience in developing data sets for wide-spread use
- Demonstrated experience utilizing software tools to query and report data: SAS (Enterprise Guide and/or programming), Tableau, Essbase, Prophix, VBA, SQL, or Business Objects or solid experience in the insurance industry
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Performance Reporting Analyst Resume Examples & Samples
- Assist in the annual business planning process, including the collation of plans and identification of business trends
- Design appropriate financial models for evaluation and tracking of Divisional and Group business plans
- Work with the manager and broader Group FP&A team to develop additional capabilities and efficiencies in monitoring the Group’s performance against expectations
- Ensure planning MI accurately reports on and aligns to the Group strategic objectives
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Performance Reporting Analyst Spanish Speaking Resume Examples & Samples
- Adhering with the tasks outlined in the EMS/QMS Systems of GBSE
- The Analyst will carry out the month end close processes in a timely and accurate manner for businesses and processes with a relatively high degree of complexity. Resolution of issues and queries may require reference to Group Reporting Manuals and / or working closely with the Business / Country teams supported
- The Analyst will work with the Business / Country teams supported to ensure mutual understanding of all accounting entries / performance reports and follow up on queries
- Relevant degree and 2 to 4 year experience in related Finance/controlling area
- Strong level of analytical skills, numeracy and strong financial understanding
- Readiness for action and ability to work under pressure,
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Performance Reporting Analyst Co-op Resume Examples & Samples
- Enrolled in an undergraduate degree in a quantitative discipline combined with 3-5 terms of
- Intermediate to Expert level skills in MS Excel, MS Access, Visual Basic and SQL
- Proven experience analyzing and reporting on large & complex investment portfolios with a focus on fixed income
- Demonstrated ability to work independently and establish priorities to meet tight deadlines
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Junior Performance Reporting Analyst Resume Examples & Samples
- At least 6 month experience in related Finance/Reporting area
- Customer- and service-oriented thinking
- Self-confident appearance in relations to the internal contacts
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Principal Performance & Reporting Analyst Resume Examples & Samples
- Carry out high level analysis of budget and performance data to provide input to development of budgets for the TfNSW divisional and project groups including operating entities across the group and provide a "single source of truth" for financial allocations
- Consolidate TfNSW wide financial and related performance information (both capital and operational) from across the group to prepare comprehensive TfNSW reporting against budgets and cluster-wide forecasts
- Undertake complex analysis and qualitative investigations to identify and address financial issues including funding risks, funding source management, performance and insights for capital and operating expenditures
- Analyse and report on large scale divisional and project financial performance including operational impacts on budgets and forecasts to develop and continually improve KPIs and to provide insight into financial management and performance across TfNSW
- Analyse reports to identify in-year budget risks for the group to develop mitigation strategies as well as and to provide advice to the Strategic Investments team on potential long term impacts
- Using insights and analysis and in consultation with division, develop accurate forecasts across operations and capital to enable informed decision making across TfNSW
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Senior Performance Reporting Analyst Resume Examples & Samples
- Carry out the quarter end close processes in a timely and accurate manner for complex or difficult accounting areas requiring extensive experience in order to ensure the correct reporting and accounting treatment
- Carry out regular daily/weekly / monthly activities assigned to his/her role
- Resolve queries and issues as they arise with reference to relevant resources such as the Group Reporting Manual, working with the Business / Country teams or other support from within the GBS Europe
- Continually provide support to Budget Responsibility Officer ( BRO) Team
- Support supplementary process for the predefined area
- Support preparation of reporting to external and internal authorities
- Look for opportunities to drive process improvements of a notable nature and work with the relevant people to put these in place
- Comply with any other job-related requirements. This may be defined by a task list, month end or quarter end timetable or defined by one’s relevant team lead or process lead/ ODM or by business contact
- Relevant degree in Finance/Accounting
- 5 to 6 year experience in related Finance area
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Performance Reporting Analyst Resume Examples & Samples
- Compile and analyse data using standard statistical tools and techniques
- Deliver monthly KPI reports and ad hoc reporting to support management
- Prepare presentations using Power Point, spreadsheet or graph form
- Ensure that procedures are correctly documented and timely communicated
- Master’s degree in Finance or Business
- Professional experience: at least 2 years of experience in a similar role and organisation
- Strong knowledge of Excel is required
- Strong analytical and synthesis skills
- Experience performing big data analysis
- Accurate and rigorous
- Fluent in English (minimum C1 Level, CECRL certificate)
- Ability to work in a fast changing environment and with international locations
- Strong verbal and written communications skills, ability to work with senior executives
- Proficient in Microsoft Office Suite (PowerPoint, Word)
- Quick self-starter, pro-active attitude
- Knowledge of SAP and Accounts Payable processes is a plus
- Knowledge/experience with Reporting Tools is a plus
